See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,838 | $118,680-53.8% | $98,907-44.6% | $158,922-65.5% |
| Participation rate | 36.8% | 77.8%-41.0pp | 76.0%-39.2pp | 82.0%-45.1pp |
| Annual return | 11.53% | 372.35%-360.8pp | 196.43%-184.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $770 | $3,333-76.9% | $2,689-71.4% | $4,761-83.8% |
| Participant deferral / active EE | $1,177 | $5,088-76.9% | $4,244-72.3% | $5,982-80.3% |
| Admin fee / account holder | $5,039 | $10,131-50.3% | $6,642-24.1% | $11,246-55.2% |